The Real Eisman Playbook Oracle’s Massive AI Forecast, Hot IPOs Explained | The Friday Market Wrap!
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Sep 12, 2025 Dive into the latest on Oracle’s impressive earnings and their ambitious AI forecasts. Explore the highs and lows of the IPO market, with a spotlight on Klarna's buy now, pay later model. Unpack the volatility surrounding overvalued tech stocks and compare it to past market phenomena like GameStop. Finally, delve into the concepts of portfolio risk and beta in investment decision-making, while preparing for the new wave of financial literacy content to boost your market savvy.
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Oracle's AI Backlog Is Monumental
- Oracle's deferred revenue/backlog surged to $455 billion driven by mega AI contracts.
- Oracle projects cloud infra revenue to jump from $10B to $144B by fiscal 2030, showing massive AI demand.
IPOs Have Become Retail-Driven Events
- Retail and social media now drive many IPO moves rather than institutional buyers.
- IPOs must appeal as consumer-facing 'winners' to attract intense retail flows and volatile price action.
CoreWeave's Rollercoaster Debut
- CoreWeave went public at $40, surged to $180, and later traded around $112 after strong revenue growth.
- The company reports huge growth but bears heavy upfront data-center build costs that weigh on near-term profits.